See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,193 | $94,338+227.8% | $100,534+207.5% | $142,382+117.2% |
| Participation rate | 33.3% | 81.7%-48.4pp | 80.6%-47.3pp | 80.1%-46.8pp |
| Annual return | 15.80% | 29.20%-13.4pp | 32.66%-16.9pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,248 | $4,237-46.9% | $4,346-48.3% | $4,299-47.7% |
| Participant deferral / active EE | $10,333 | $5,934+74.1% | $6,144+68.2% | $6,507+58.8% |
| Admin fee / account holder | $20 | $8,421-99.8% | $7,654-99.7% | $12,624-99.8% |